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parksbarbie
January 30, 2019
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14500 limit-How to start a new company file

  • January 30, 2019
  • 1 reply
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I am using QB Pro 2016 with a Intuit POS system in a retail business that dumps the financial exchange into QB. My QB program has hit the 14500 item limit and I assume from reading other posts I have to start a new company file. How do I start a new file as of January 1st and transfer the old file info (chart of accts, vendors etc) without transferring the 14500 items that caused the problem? Will the POS system create the items it needs when I do the first financial exchange into QB Pro? I want everything to stay the same in the new company file just solve the 14500 inventory item problem.

 

thank you,

 

Barbie

Best answer by

Hi there, @parksbarbie,

 

Thanks for getting back to us. I can add a bit more about exporting items from QuickBooks POS.

 

Yes, you're able to import items in QuickBooks Desktop through .IIF files. For the steps, you can follow the article provided by my peer @JanyRoseB.

 

Additionally, you can export your items from the POS system. The current limit for exported items is 65,000 rows at a time. Please be reminded to create a backup copy of your file before the export process.

 

Here's how to export your data:

  1. In QuickBooks Desktop Point of Sale, click the File menu.
  2. Choose Utilities then Export.
  3. From the Data Export Wizard, choose Inventory Items.
  4. Click Next.
  5. Enter the needed data in the following fields:
    Select destination file - location where file will be saved
    Write records to (sheet) - worksheet  where data must be entered
    Begin exporting data to row - row where data should be started
  6. From the Choose export template, select the default inventory template or manually manage the mapping to match the details to be exported from QuickBooks Desktop Point of Sale.
  7. Click Next.
  8. Review the data and select Export.

You might want to check this article to know more about the import and export options in QuickBooks POS: QuickBooks Desktop Point of Sale: Import and Export overview

 

To import specific items into QuickBooks Desktop, all you need to do is to edit the Excel file manually. This way, you can select which items to retain on the new company file.

 

That should point you on the right track, @parksbarbie. Please let me know if you need further assistance. I'll be glad to help you anytime.

1 reply

J
JanyRoseB
January 30, 2019

Hi there, parksbarbie.

 

I'm glad you've reached out to us. Let me help and guide you on how to create a new company file in QuickBooks Desktop.

 

To do this, let me walk you through the steps: 

  1. Open QuickBooks Desktop.
  2. On the No Company Open window.
  3. Select Create a new company.
  4. Select Express Start or Detailed Start. 

For additional reference, you can check this article for the detailed steps on how to create QuickBooks Desktop company file.

 

Now, in order to transfer the old transactions, you'll need to export the old data file and import it the new one by using the Intuit Interchange Format (.IFF). To learn more about the process, you may visit this article: Export or import Intuit Interchange Format (.IIF) files. 

 

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Support Team. They have the tools to pull up your account in a secure environment and do a remote session. 

 

Here's how you can contact our phone support: 

  1. Click this link:https://help.quickbooks.intuit.com/en_US/contact.
  2. Select US version of QuickBooks Desktop, and click Contact Us.
  3. Type-in Technical Support on the search bar.
  4. And click Get the Phone number below.

This will get you on the right track. Don't hesitate to click the Reply button if you have additional questions about creating new company file. Have a goo day ahead. 

qbteachmt
qbteachmt
January 30, 2019

For the Name limit: You can set POS not to send it as Individual Names.

For the Items limit, you can use them more generically, unless you really maintain that many Inventory SKU. If you do, then Pro/Premier will never meet your needs and you would use Enterprise.

P
parksbarbieAuthor
January 30, 2019

How would I set up the POS system to reduce the number of items? It is a retail store so everytime a new item is entered it adds an item to the list. It has taken 3-4 years to reach 14500 items.

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